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Integration · Custodians & Wealth Platforms

Altruist integration

Altruist SalesforceHubSpot

Short answer

An Altruist integration connects the digital custodian's account and balance data to Salesforce or HubSpot, so RIAs see client accounts, values and onboarding status in their CRM.

How the Altruist integration works

Altruist is a custodian and platform built for independent RIAs. Integrating it with the CRM keeps household and account data current and connects onboarding and service steps to client records.

What syncs

  • Accounts and balances
  • Account opening and onboarding status
  • Account ownership

See the architecture diagram ↓

Integration options

  • Altruist APIs through middleware
  • Scheduled data loads into FSC or HubSpot custom objects

What to plan for

  • Matching accounts to households
  • API access approvals

Frequently asked questions

Can Altruist data appear in HubSpot?

Yes. In HubSpot, accounts are usually stored in a custom object associated with contacts.

Does it work with Financial Services Cloud?

Yes. Account data maps to FSC financial accounts and roles.

Last reviewed October 2, 2026 by the Vantage Point team. Product names and capabilities belong to their respective vendors; access to some data requires the vendor's approval. Browse all integrations →

Architecture

How data flows: Altruist integration

CRM Middleware / connector layer Connected system
What syncs between systems
FromToWhatDirectionTimingHow
AltruistSalesforce FSCvia MuleSoft / middleware Accounts & balances → one-way scheduledAPI
AltruistHubSpotvia MuleSoft / middleware Accounts & balancesHubSpot custom objects. → one-way scheduledAPI
AltruistSalesforce FSCvia MuleSoft / middleware Onboarding status → one-way scheduledAPI

A typical pattern, simplified. Your design depends on licenses, data ownership and volumes, which we settle in discovery.